Agent Memory Card
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Agent Memory Card
Section titled “Agent Memory Card”The Memory Card surfaces what Conversation Memory has learned about the customer you’re currently helping, so you can pick up context instantly — and correct or remove anything that’s wrong.
Where to find it
Section titled “Where to find it”The card appears in the conversation detail panel (the right-hand panel when a conversation is open). It shows automatically when the conversation belongs to a verified contact who has memories.
What it shows
Section titled “What it shows”Each memory row displays:
| Field | Meaning |
|---|---|
| Category | personal, preference, issue, purchase, or feedback |
| Key | What the fact is about (e.g. name, preferred_language) |
| Value | The remembered fact |
| Source | How it was captured (ai_extracted, seed, manual) |
| Last updated | When it was last written or corrected |
Managing memories
Section titled “Managing memories”- Delete an individual memory — remove a single incorrect or outdated fact directly from the card. Deletion is immediate and hard-deletes the row.
- Correct a fact — update a value or confidence (Art.16 right to rectification).
- Bulk erasure — erase all of a contact’s memories, or request full erasure, from the compliance tools (see Privacy & Compliance).